United Capital Financial Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

United Capital Financial Advisors’s Portfolio RGP Stock Details RGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-11,021	Closed	-$259K	–	1340
2015 Q1	$259K	Sell	11,021 -5,921	-35%	-$139K	﹤0.01%	1107
2014 Q4	$407K	Buy	16,942 +5,373	+46%	+$152K	0.01%	889
2014 Q3	$377K	Buy	11,569 +1,161	+11%	+$36.8K	0.01%	872
2014 Q2	$335K	Buy	10,408 +2,429	+30%	+$68.5K	0.01%	738
2014 Q1	$217K	Buy	+7,979	New	+$213K	﹤0.01%	857

Other funds holding RGP

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

United Capital Financial Advisors's RGP Position: Q2 2015 in Review

United Capital Financial Advisors sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q2 2015, closing a stake of 11,021 shares — an estimated $259K sold.

United Capital Financial Advisors first reported a position in RGP in Q1 2014 and held it in 5 quarters. The position peaked at $407K in Q4 2014. 1 fund tracked by Wall St. Rank holds RGP as of Q2 2015.

United Capital Financial Advisors reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 11,021 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q2 2015, an estimated $259K.
United Capital Financial Advisors first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and held it in 5 quarters.
United Capital Financial Advisors's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $407K in Q4 2014.
1 fund tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.